Retirees

Retire with Confidence & Comfort

If you are retired or planning to retire in the next few years, you know that you only have one chance to get it right. We cut our teeth on retirement planning over 20 years ago and have written and implemented hundreds of successful plans. Let us help you avoid the mistakes that often cause a failed retirement.

Retirement planning involves much more than optimizing your investment portfolio. It’s an orchestrated process that brings all of your financial life into harmony towards one goal: maximizing your wealth in retirement.

Will you look back and regret mistakes that an experienced professional could help you avoid?

What are the Biggest Risks to a
Happy Retirement?

Over more than two decades, we have helped retirees plan, execute, and enjoy their retirements. We’ve seen the pitfalls, misconceptions, and dangers that threaten to derail a successful retirement, so we know what to avoid. Click below to get our FREE report on the “8 Most Common Risks to a Successful Retirement.”

Our Specialized Services Include:

  • Retirement Income Protection

  • Retirement Income Tax Mitigation

  • Portfolio Optimization

  • Tactical Asset Allocation

  • Estate & Retirement Plan Coordination

  • Medicare Planning

  • Social Security Maximization

  • Lifetime Tax Mitigation Planning

  • And much more!

contact us

Contact Us Today for Personalized Financial Planning.

Do you have questions for Symphony Wealth and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.
Location
976 Brady Ave, Suite 100
Atlanta GA, 30318